About Us

 
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Eric Maldonado, MBA, CFP®, CKA®

I help my clients gain financial freedom, stop procrastinating, and take action on their financial priorities. I often work with business owners and self-employed individuals and families to maximize their business profits and income for their future and their family's legacy. Do you have a date-specific, dollar-specific financial plan? Are you giving as much as you would like to? Are you making leaps towards your goals? Are you clear on your purpose, values, and current financial reality? These are some of the ways I serve my clients.

 

“Most people overestimate what they can do in one year and underestimate what they can do in ten years.” ― Bill Gates


 

Our Services:

 
 

‘Aquila Wealth Planning’

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  • We will guide you to help you determine Purpose, Goals, and  Current Financial Position.

  • Regular meetings — Virtual or In-person.

  • Executive Summaries with your Dollar-specific and Date-specific Targets and Action Items.

  • “Profit First Business System,” if applicable to you.

  • Meetings with Accountants and Estate Attorneys to coordinate around your financial plan.

  • Align 401(k)s and other retirement accounts with your financial plan.

  • Annual flat-fee arrangement with monthly-pay or quarterly-pay options.

'Values-based Investment Program'

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  • We help you align your values with your investments.

  • Investments held at TD Ameritrade Institutional.

  • Many different account types: IRAs, Roth IRAs, Rollover & Beneficiary IRAs, Trust Accounts, Individual & Joint Accounts, 529 Education Plans, Donor Advised Charitable Giving Plans. 

  • Percentage of Assets Under Management pricing with break-points and tiered-pricing.

'Quick-Start Financial Planning'

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What is Financial Planning?